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Invoice Generation Process: Quaterly, Half Yearly and Yearly — Cloud Customer Connect
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Invoice Generation Process: Quaterly, Half Yearly and Yearly

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edited Oct 20, 2020 5:28PM in Project Management 6 comments

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Hi All,

We have a Business scenario where in our Customer wants to generate Invoices based on Events. And the Frequency is Monthly (M) (We were able to schedule and get this), Quarterly (Q), Half-Yearly (HY) n Annually/Yearly (Y).

With in single Contract we have multiple lines, where in few lines have the Frequency of Monthly (Eg: 1,2,5), Quarterly (Eg: 3,4,8) , Half-Yearly (Eg: 6 & 7) n Annually/Yearly (Eg: 10)

 

We have setup DFF for Contract Line which will determine the Frequency Monthly (M), Quarterly (Q), Half-Yearly (HY) n Annually/Yearly (Y).

1a. Would generate report based on the specific Dates from Contract Line Start and Finish Dates along with LINE Amounts for the Monthly Fixed Amount.

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